Client Finance Analyst managing budgets, billing, revenue recognition, and reporting for Marketbridge’s B2B clients. Supporting project profitability across client portfolios.
About the role
- Senior Manager overseeing operational execution, governance, and launches for Aviso’s investment fund products. Leading strategic projects across its Canadian wealth management and asset management businesses.
Responsibilities
- Support day-to-day operational execution, governance, and continuous improvement of the firm's retail and institutional investment fund product platform
- Serve as the operational subject matter expert for Mutual Funds, Fund-of-Funds structures, Exchange Traded Funds, and High Interest Savings Accounts
- Lead operational readiness activities for new product launches, fund mergers, fund terminations, fund reorganizations, and product changes
- Ensure product operational processes are scalable, efficient, and well controlled
- Identify operational risks and implement mitigation strategies
- Provide ad hoc stakeholder support and act as an escalation point for operational issues
- Represent NEI and Asset Management on enterprise project teams and initiatives with cross-divisional impacts
- Support planning and implementation of strategic initiatives across Product and Operations
- Act as Project Lead or Business Lead for enterprise projects impacting investment products
- Report to the Senior Director, Fund Operations & Strategic Relationships
Requirements
- Degree in Business, Finance, Accounting, Economics or related discipline
- 8+ years of experience in Asset Management, Wealth Management, Mutual Fund Operations, Product Management and Fund Administration
- Minimum 5 years leading strategic initiatives and cross-functional projects
- Strong understanding of the Canadian investment fund industry and familiarity with various product structures
- Experience working with fund accounting and custody operations
- Strong project management and critical thinking skills
- Ability to influence with authority
- Excellent written and verbal communication/presentation skills
- Experience presenting to senior management
- Fluent communication skills in English are required
- PMP designation, CBAP certification and Lean Six Sigma certification are preferred
- People leadership experience preferred
- Bilingual skills in French are an asset
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits
- Generous vacation time
- Fitness benefit
- Parental leave top-up options
- Matching contributions to our retirement program
- Learning and development opportunities
- Education assistance program
- Regular social events to foster teamwork
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